TEL AVIV BASED HEDGE FUND
VALUE INVESTORS
AT THE AGE
OF ACCELERATION
WHO WE ARE
Legacy Value Partners explores unmatched Quality, looks for Wide Economic Moats and partners with Great Management Teams in publicly listed equities in Israel and the U.S.
Alignment of Interests, Focus and a Long Term Mindset are the building blocks of our business and investing character.
SERVICE PARTNERS
Fund Administrator & Trustee
Prime Broker
Legal Counseling
Tax Trustee
PHILOSOPHY
Not everything that
can be counted counts.
Not everything that counts can be counted.
ALBERT EINSTEIN
Deep Niche Expertise
We aim to become World-Class experts in several attractive and accelerating business niches and focus our efforts and capital towards them
Focus on Quality
We prefer to own great companies, protected by a Wide Economic Moat with unique, expanding footprints.
Strong Management Teams
Partnering with aligned and dynamic management teams, who possess an excellent track record of Capital-Allocation
Agility
Our Committee-of-One methodology combines a collaborative research process, yet centralized decision-making. It allows us to best utilize our structured advantages
Conviction
Great investment ideas are scarce. Our portfolio consists of 12-15 holdings with our core, best ideas, attracting the lion share
MANAGING PARTNER
Omri Velvart
FOUNDER AND CHIEF INVESTMENTS OFFICER
Omri elevates expertise in Software and Services ecosystems, global and local Category Winners and the Digital Economy. He brings a decade of experience in Research, Strategy and Management Consulting and holds an LLB from the Hebrew University of Jerusalem. Omri regularly shares his insights online.
INSIGHTS
JAN 2022
Telsys: A One-of-a-Kind Global Niche Leader, Cheap Yet Again
BEST IDEAS 2022 CONFERENCE BY MOI GLOBAL, ENGLISH
Telsys, an Israeli company, controls the privately held Variscite, who leads the global ARM based System-On-Module (SOM) market, an extremely attractive and profitable Semiconductor sector niche ($1.5B TAM). The 2021 global chips shortage created an overlooked opportunity in Telsys stock, while the company kept dramatically expanding its moat as the market is focused on short term bottlenecks in growth.
AUG 2023
Walking Through a Hedge Fund Manager Mindset
MONEY TALKS PODCAST, HEBREW
Post the Half Year 2023 LVP leadership appearance in Calcalist top Hedge Fund performers, Omri joined the Money Talks team for an interesting conversation about the fund's building years, how to maintain prime performance, favorable business models and strategies in LVP's portfolio management and the fund's case study investment in Live Nation Entertainment Inc. (LYV). 80 Minutes.